From Chatbot to Any Business Application in Mins Automatically

Learn how to automate lead collection from WhatsApp chatbots to Google Sheets using Pabbly Connect in just minutes. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start integrating your WhatsApp chatbot with Google Sheets, you need to access Pabbly Connect. First, open a new tab and search for ‘Pabbly.com/connect’. This is the official page for Pabbly Connect, an all-in-one automation tool that allows you to integrate multiple applications seamlessly.

On the right-hand side, you will see options to sign in or sign up for free. If you are new, click on ‘Sign Up Free’ to get 100 free tasks every month. For existing users, simply sign in. Once logged in, you will be directed to the Pabbly Connect dashboard where you can create and manage your automation workflows.

2. Creating Your Workflow in Pabbly Connect

After accessing Pabbly Connect, you can create a new workflow. Click on the ‘+ Create Workflow’ button. You will be prompted to select a workflow builder. Choose the new beta version for a modern experience.

• Enter a workflow name: ‘From Chatbot to Any Business Application in Mins Automatically.’
• Select the folder as ‘Connect.’
• Click on the ‘Create’ button.

Your workflow is now created successfully. The next crucial step is to set up a trigger. This is essential for defining when your automation will be activated. Select ‘Pabbly Chatflow’ as your trigger application and choose the event ‘New Message Received.’ This will trigger the workflow whenever a new message is received from users.

3. Configuring Pabbly Chatflow Integration

To connect your Pabbly Chatflow to Pabbly Connect, you will receive a webhook URL after clicking the ‘Connect’ button. Copy this URL and head over to your Pabbly Chatflow builder where your chatbot is designed.

In the flow, find the API Request node and paste the copied webhook URL. Set the response type to ‘POST.’ You will need to configure parameters that will carry user data from your chatbot to Google Sheets. Ensure you enter the correct key values for fields such as user’s name, contact number, and business name.

• Paste the webhook URL in the API Request node.
• Select ‘Parameters’ for the data format.
• Map all necessary fields to capture user inputs dynamically.

Once you have configured the API Request node, click on ‘Run Test’ to ensure the API request is successful. If successful, you will see a new response in your Pabbly Connect workflow indicating that your integration is working correctly.

4. Adding Google Sheets Integration in Pabbly Connect

Next, select Google Sheets as your action application in Pabbly Connect. Choose the action event as ‘Add New Row.’ This action will allow you to store the collected lead data into Google Sheets automatically.

You will be prompted to connect your Google Sheets account. Click on ‘Add New Connection’ and sign in with your Google account. After granting permission, select the spreadsheet where you want to store the leads. In this case, choose the sheet labeled ‘Chatbot Leads.’

Select your spreadsheet: ‘Chatbot Leads.’ Map the fields such as full name, contact number, and business name. Click on ‘Save and Send Test Request’ to verify the integration.

Upon successful testing, you will find a new row added to your Google Sheets with the lead details collected from your WhatsApp chatbot. This confirms that your Pabbly Connect setup is functioning as intended.

5. Finalizing and Testing Your Workflow

After completing all configurations, ensure that you enable the toggle for your workflow in Pabbly Connect. This step is crucial; if the toggle is not enabled, your automation will not function.

To test the workflow, send a message to your WhatsApp chatbot. As you interact with the bot, it should capture your responses and automatically populate the Google Sheets with the provided information. Monitor your Google Sheets to confirm that new entries appear as expected.

Send a message to the WhatsApp bot and follow the prompts. Check Google Sheets to verify that the data is captured correctly. Make adjustments if necessary and retest to ensure accuracy.

This entire process showcases how Pabbly Connect automates the lead collection process, saving you time and effort while ensuring data accuracy.

Conclusion

In this tutorial, we explored how to integrate WhatsApp chatbots with Google Sheets using Pabbly Connect. By following the steps outlined, you can automate lead collection efficiently, allowing you to focus on growing your business without manual data entry. Start leveraging Pabbly Connect today to enhance your business automation!